Workflow automation
for Roofing.
Keep job approvals and materials aligned.
Retail jobs and insurance-related jobs do not follow the same administrative path. Make claim coordination, customer updates, and scheduling dependencies explicit.
Start with work you recognize.
Job intake
Identify the job’s payment and approval path.
Supplement follow-up
Track submitted, pending, and decided supplements without predicting an insurer’s decision.
Material coordination
Tie confirmed delivery information to installation planning.
Approved scope to installation planning.
An example to work through with your team.
The project manager records the agreed scope as ready for planning.
Confirm the current scope and any required claim decisions.
Request materials and record the supplier’s confirmation.
Coordinate a proposed installation date with the crew and homeowner.
Are required approvals and material availability confirmed?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep the schedule provisional and assign follow-up on the missing approval or delivery information.
- Accountable owner
- Project manager
- Useful outcome
- A supported installation plan with a visible owner for any hold.
Get the rules clear.
- Which jobs require a claim-related approval?
- Who records a supplement decision?
- How is a delivery change communicated to the crew?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →